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Use Cases

Analyze Account Performance

Comprehensive and flexible reporting built on a unified database of all customer activities, targets, forecasts, and actuals.

How it Works

When BluePlanner is used, a unified database is created. It contains all budgets/targets, forecasts, actuals, latest estimate, and activities for your customers. From this we create:

  • Template-based reports with personalization, saving, and sharing
  • Out-of-the-box dashboards
  • Custom reports/dashboards
  • Extracts for use in other platforms

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Related Features

Reporting

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Dashboard Analytics

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Turn-Key Retail Sales & Inventory Integration

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More Ways to Use BluePlanner

Actualize Promotions & Terms

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Analyze Deduction Trends

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Acquire Deduction Backup

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Categorize Deductions

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Research & Validate Deductions

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Define Account Funding

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Develop Strategy

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Establish Account Guardrails

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Build Promotion Simulations & Scenarios

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Establish Promotion Calendar and Operational Details

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Analyze Promotion Performance & Optimize Future Plans

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S&OP: Create Sales Input to Consensus Forecast​

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